Who we are.
Since 1994, when Collinson & Co was established, an extraordinary amount has happened. From historical events to currency crises to market crashes to a pandemic, to aging bull markets to the rise of inflation. At Collinson Wealth Partners, our approach is to help each investor as an individual. We don’t apply the same solution to every investor – simply because each investor has specific wants or needs for their capital.
As an independently owned firm, we don’t sell investment products; we centre all our experience and skills on providing our best advice as how to build investment portfolios to meet our individual clients’ goals and objectives.
Our client’s success is the single measurement that matters the most to us. We strive in all things to put your interests ahead of our own.
At Collinson Wealth Partners, like all good partnerships, we are here with you for the long term.
Building Sustainable Investment Foundations
Investing can be complex, the long-term impact of getting it right can make a meaningful difference to your wealth.
When you invest your money, you can increase its value while still preserving its purchasing power against the effects of inflation. The best way to approach it is as a long-term process that calls for persistence and the resolve to maintain investment even when markets decline, as they certainly will do occasionally.
We support a diversified approach that includes a variety of asset classes, geographical areas, and investment techniques. Our investment approach combines knowledge of asset allocation, investment selection, and portfolio construction with our prognosis for the global economy.
Our approach is anchored to these foundations.
1. PARTNERSHIP
We work with you as a person, rather than just another investor. We take the time to get to know you as an individual and to understand your background, your experience, your preferences and most importantly your goals, then we work with you to guide you towards achieving these objectives.
2. INVESTMENT CHOICE
We are independent. We can offer you a broad and varied choice of investments, which we believe can better suit your needs as an individual. We know that no two people are ever the same. We are all different – and your investments should reflect this.
3. PRUDENCE
When allied with planning, patience and common sense, prudence develops the courage to be cautious. Our priority is firstly to preserve and then to grow your capital.
4. OUR INVESTMENT PHILOSOPHY
We provide a clear and sound set of investment principles to our clients. These principles cast light on what we believe is important, and what motivates us when we are working for you.